KF
DUK icon

KKM Financial’s Duke Energy DUK Stock Holding History

KKM Financial’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.23M Hold
44,627
– – 0.93% 44
2025
Q4 		$5.23M Buy
44,627
+6,728
+18% +$822K 0.93% 44
2025
Q3 		$4.69M Buy
37,899
+7,617
+25% +$924K 1.47% 26
2025
Q2 		$3.57M Buy
30,282
+6,821
+29% +$805K 1.24% 28
2025
Q1 		$2.86M Buy
23,461
+744
+3% +$84.8K 1.21% 29
2024
Q4 		$2.45M Buy
22,717
+1,134
+5% +$128K 1.02% 42
2024
Q3 		$2.49M Buy
21,583
+1,399
+7% +$156K 1.23% 33
2024
Q2 		$2.03M Buy
20,184
+194
+1% +$19.4K 0.96% 43
2024
Q1 		$1.93M Buy
19,990
+3,800
+23% +$361K 0.94% 50
2023
Q4 		$1.57M Buy
+16,190
New +$1.47M 0.99% 46

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KKM Financial's DUK Position: Q1 2026 in Review

KKM Financial held its Duke Energy (DUK) position steady in Q1 2026 at 44,627 shares worth $5.23M. The position accounts for 0.93% of the portfolio, ranked #44.

KKM Financial first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • KKM Financial held 44,627 shares of Duke Energy worth $5.23M as of Q1 2026.
  • KKM Financial left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.93% of KKM Financial's portfolio in Q1 2026, its #44 holding.
  • KKM Financial first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.